JD - Analysing Earnings Calls and Disclosures Using a Forensic Approach
JD has at times revised disclosures possibly to conceal growth or margin weakness. We discuss how to analyse earnings calls and disclosures using a...
The 3rd Plenum of CCPCC Announced An Courageous But Tough-To-Execute Communique
The communique of CCP's 3rd Plenum of the 20th CC has pressed forward with tough reforms in the next five years. While timing is quite bad, it...
Amer Sports IPO Lock-Up Expiry - PE Investor Might Look to Trim US$750m Stake
Amer Sports (AS US) raised around US$1.3bn in its US IPO in Feb 2024, after pricing its IPO below its initial range. Its pre-IPO investors will be...
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